Using the History List View
Use the History List view to manage your history, including completed activities, notes, literature requests, reports, emails, and database changes. If you have additional access rights, you can also view other Infor CRM SLX users' history. You can use groups and filters to narrow the list of records in the list. For example, if the time frame is the current month, use the Completed To Date filter to show only history items created this month to date.
Note: The security access determines what functions are available. Contact
the administrator for any access rights changes. WebViewer users may not access full
functionality.
Select History from the Navigation Bar, to open the History List view.
On this page you can:
- Click , to refresh the list information.
- Work with records in a grid.
- Filter my list.
- Use the Lookup to search for record. See Using Lookup
- Click the history type on the History List view to open history details. See Viewing and Editing History Items and Notes
- View a group. See What are Groups?
- Manage groups. See Using the Groups List
- Right-click in the grid to:
- Use group list view shortcut menu. See Using the Group Shortcut Menu
- Use the history shortcut menu.
- Open History: Allows you to view or edit history details.
- Go To: Allows you to open the detail view of records associated with the history record.
- Log: Allows you to quickly log a history item for a phone call, meeting, or to-do.
The Task Pane contains the Common Tasks section. In this section, you can:
- Add to Group. See Adding Ad Hoc Group Records
- Remove from Group. See Removing Ad hoc Records
- Save Records as a Group. See Saving a Lookup as a Group
- Export Records. See Exporting Records to a File
- Promote to Dashboard. See Promoting a Group to the Dashboard
You can create your own history groups, or use the following provided groups:
- All History: Displays all history records (completed activities, notes, and database changes) available to the signed in user.
- Completed Activities: Displays all completed activities available to the signed in user.
- Database Changes: Displays all database changes available to the signed in user.
- My Completed Activities: Displays all completed activities in which the signed in user is a leader or member.
- My Notes: Displays all notes available to the signed in user.